IN BRIEF: GlobalData lowers margin guidance amid slow M&A integration
GlobalData PLC - London-based data analytics and consultancy - Confirms 2025 revenue guidance, as revenue increases by 14% on year in the third quarter. GlobalData credits 2% underlying subscription revenue growth, accelerating from 1% in the first half, plus recent acquisitions. As a result, the company expects low-single-digit percentage underlying revenue growth for all of 2025, in line with market consensus. However, GlobalData says its profit expectations for the year have been ‘tempered slightly’ by slower-than-expected integration of those acquisitions. Its adjusted earnings before interest, tax, depreciation and amortisation margin for 2025 is expected to be 35%, improved on 33% in the first half, but below the company’s previous expectation of 37%. The margin of organic business is expected to be 38%.
GlobalData previously said it plans to move its stock listing to the London Main Market from AIM by the end of 2025, with the cancellation of its shares from AIM occurring no sooner than October 28. The company provided no update on this on Monday. It will hold a capital markets event on November 24.
Current stock price: 113.87 pence, down 5.5% in London on Monday
12-month change: down 34%
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